California eTRM Roadmap

The California electronic Technical Reference Manual (eTRM) is an online application that serves as the repository for all statewide deemed energy efficiency (EE) measures for California. The California Public Utilities Commission (CPUC) via Resolution E-5152 designated the eTRM as the “data source of record” for “EE measure information approved for EE planning and reporting for PY2021 and beyond.” Additional background on eTRM is available here. 

Since its launch in 2019, Cal TF Staff have overseen fourteen “enhancements” to incorporate new requirements and/or functions prioritized by stakeholders. Stakeholders submit enhancement requests on a rolling basis, and Cal TF Staff facilitates an annual prioritization process to determine the enhancement schedule. 

Overview

The eTRM Roadmap fosters longer-term strategic planning and multi-year initiatives to complement the annual and ad hoc feature enhancement sprints typically driven by regulatory compliance needs. The eTRM Roadmap is a living document intended to frame themes, opportunities, and gaps that guide long-term evolution of the eTRM. Roadmap topics and priorities are developed with stakeholder engagement/input and with direction from the Cal TF Policy Advisory Committee (PAC). Cal TF Staff may update the eTRM Roadmap in consultation with the Cal TF Members and PAC and as approved in Cal TF annual business plans. 

eTRM Roadmap - Core Topics

Cal TF Staff presented the eTRM Roadmap Workplan and Survey Results at the TF Meeting on April 25, 2024 (see presentation) for TF Member and stakeholder input and incorporated feedback into an updated workplan for implementation as part of the 2025 Business Plan. 

Key topics in the eTRM Roadmap for 2025 are: 

  1. Security Requirements and Practices 

  2. Integration with External Databases and Other Applications (focus on CET/CEDARS and ESPPortfolios) 

  3. Software Development Standards & Guidelines 

  4. Data Analytics / Data Visualization 

  5. Governance / Oversight (to be addressed via PAC) 

  6. Performance, Stability, and Service Level Agreement Standards 

  7. Standardized Planning and Development (to be addressed in a 2025 Cal TF Whitepaper) 

  8. Support Documentation for Users and Administrators of eTRM 

  9. Support Documentation for Users and Administrators of Allied Systems (CEDARS/CET) 

  10. Modules & Features to Support Non-Traditional Users and Use Cases 

  11. Custom Module (for non-IOU users) (to be addressed as separate task in the 2025 Business Plan) 

eTRM Roadmap Development & Review Process

For each topic described above, Cal TF Staff is developing material for Cal TF Member and/or PAC input (depending on topic). A memo is typically developed to outline the topic and describe opportunities for future enhancements, best practices, standards, or guidelines that may be applicable.  

Prioritization of the various topics is done with input from stakeholders and discussed with the full Cal TF. 

Business and technical requirements for selected (priority) roadmap topics will be developed with input from stakeholders. 

Updated materials will be posted on this page and with respective Cal TF meeting materials. 

Cal TF Staff aims to present each priority topic in 2025.  Due to timing constraints, some documents may not be presented to Cal TF for affirmation until 2026. 


Contact: caltf@futee.biz